Liberty Energy
LBRT
112 hedge funds and large institutions have $1.35B invested in Liberty Energy in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 20 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
1% less capital invested
Capital invested by funds: $1.35B → $1.35B (-$7M)
2% less funds holding
Funds holding: 114 → 112 (-2)
6.72% less ownership
Funds ownership: 166.2% → 159.47% (-6.7%)
81% less call options, than puts
Call options by funds: $13K | Put options by funds: $67K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$66.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.89M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$7.62M |
| 4 |
Jane Street
New York
|
+$6.69M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$54.5M |
| 2 |
RH
Riverstone Holdings
New York
|
-$54.5M |
| 3 |
Barclays
London,
United Kingdom
|
-$19M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$9.02M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.79M |
LBRT Hedge Fund Activity: Q4 2019 in Review
112 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2019, worth a combined $1.35B — down 0.52% from $1.35B a quarter earlier.
Fund positioning in LBRT was balanced in Q4 2019: 20 funds opened new positions, 20 closed out, 50 added to existing stakes and 30 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $66.1M. The largest seller was Carlyle Group, cutting an estimated $54.5M.
- 112 institutional investors held Liberty Energy (LBRT) as of Q4 2019, down from 114 in Q3 2019.
- Funds reported $1.35B of Liberty Energy stock for Q4 2019, down 0.52% quarter-over-quarter.
- 20 funds opened new Liberty Energy positions in Q4 2019 and 20 closed out, a net change of 0 holders.
- The largest Liberty Energy buyer in Q4 2019 was T. Rowe Price Associates, an estimated $66.1M added.
- The largest Liberty Energy seller in Q4 2019 was Carlyle Group, an estimated $54.5M sold.
Based on aggregated 13F filings for Q4 2019.